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CABOT WEALTH MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CABOT WEALTH MANAGEMENT INC
报告期 2026-03-31 · CIK 0001016683
持仓数
139
前50大市值合计
$743.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 111 项
建仓 3
增持 55
减持 49
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$8.9M
125,331
+349%
减持
FNDF
SCHWAB STRATEGIC TR
-$5.6M
431,136
-19%
清仓
HALO
HALOZYME THERAPEUTICS INC
-$3.8M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
NVO
NOVO-NORDISK A S
-$3.7M
121,195
+2%
减持
FNDE
SCHWAB STRATEGIC TR
-$3.6M
273,108
-24%
增持
MELI
MERCADOLIBRE INC
-$3.6M
10,895
+1%
增持
CDW
CDW CORP
-$3.4M
69,465
+2%
减持
SCHE
SCHWAB STRATEGIC TR
-$3.4M
256,860
-26%
减持
OMC
OMNICOM GROUP INC
-$3.2M
142,015
-5%
增持
GOOG
ALPHABET INC
+$3.0M
122,474
+1%
增持
HUBS
HUBSPOT INC
+$2.7M
6,362
+97%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.3M
119,321
-3%
减持
V
VISA INC
+$2.1M
54,096
-1%
增持
AMT
AMERICAN TOWER CORP NEW
-$2.1M
47,926
+3%
增持
SONY
SONY GROUP CORP
+$2.0M
852,913
+414%
增持
DHR
DANAHER CORPORATION
+$2.0M
41,595
+53%
清仓
ENPH
ENPHASE ENERGY INC
-$1.9M
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$1.9M
92,697
-4%
增持
DIS
DISNEY WALT CO
+$1.7M
97,192
+3%
减持
AAPL
APPLE INC
+$1.7M
155,099
-3%
增持
ZTS
ZOETIS INC
-$1.6M
62,483
+4%
增持
CTAS
CINTAS CORP
-$1.4M
71,329
+1%
减持
SCHC
SCHWAB STRATEGIC TR
-$1.4M
25,921
-57%
增持
CHE
CHEMED CORP NEW
-$1.4M
23,421
+2%
增持
ROK
ROCKWELL AUTOMATION INC
+$1.4M
47,831
+4%
减持
EWX
SPDR INDEX SHS FDS
-$1.3M
17,230
-53%
增持
TSLA
TESLA INC
+$1.2M
8,440
+0%
增持
APH
AMPHENOL CORP NEW
+$1.1M
132,615
+7%
增持
MBB
ISHARES TR
-$1.1M
280,343
+0%
减持
IMTM
ISHARES TR
-$1.1M
279,797
-2%
减持
NOW
SERVICENOW INC
+$756.5K
4,872
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$720.5K
58,385
-1%
减持
JHMB
JOHN HANCOCK EXCHANGE TRADED
-$713.9K
678,917
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$713.1K
216,467
+4%
减持
LYV
LIVE NATION ENTERTAINMENT IN
+$672.4K
33,883
-0%
减持
—
ASML HOLDING N V
-$657.2K
4,439
-1%
增持
HDB
HDFC BANK LTD
+$654.2K
290,153
+2%
减持
CRM
SALESFORCE INC
+$629.6K
10,873
-1%
增持
LLY
ELI LILLY & CO
-$629.3K
6,355
+2%
增持
OZK
BANK OZK LITTLE ROCK ARK
+$595.7K
295,300
+1%
增持
FNDX
SCHWAB STRATEGIC TR
-$580.1K
649,395
+192%
减持
IDXX
IDEXX LABS INC
-$565.9K
5,615
-2%
增持
DPZ
DOMINOS PIZZA INC
+$550.4K
19,000
+10%
增持
FDX
FEDEX CORP
+$522.5K
57,067
+1%
减持
KVYO
KLAVIYO INC
+$482.3K
89,272
-1%
增持
BKNG
BOOKING HOLDINGS INC
+$473.9K
621
+0%
减持
DDOG
DATADOG INC
+$459.8K
16,893
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$455.8K
49,859
-3%
减持
NVDA
NVIDIA CORPORATION
+$446.7K
44,282
-2%
减持
FNDC
SCHWAB STRATEGIC TR
-$441.5K
55,637
-9%
减持
PODD
INSULET CORP
+$408.3K
15,813
-1%
减持
SCHW
SCHWAB CHARLES CORP
+$393.3K
45,050
-1%
减持
MOAT
VANECK ETF TRUST
-$374.2K
61,202
-2%
增持
SHW
SHERWIN WILLIAMS CO
-$349.5K
8,556
+0%
增持
—
ACCENTURE PLC IRELAND
+$342.1K
32,486
+4%
减持
ADBE
ADOBE INC
-$325.3K
4,393
-0%
增持
ROL
ROLLINS INC
-$321.7K
81,027
+1%
减持
TJX
TJX COS INC NEW
+$317.9K
159,964
-1%
减持
FLGB
FRANKLIN TEMPLETON ETF TR
-$306.4K
105,457
-2%
增持
HD
HOME DEPOT INC
-$305.7K
34,509
+2%
增持
NEE
NEXTERA ENERGY INC
-$298.9K
26,088
+2%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$294.9K
30,435
+37%
减持
GOOGL
ALPHABET INC
+$278.5K
15,795
-3%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$272.0K
3,597
增持
MEDP
MEDPACE HLDGS INC
+$264.8K
16,496
+6%
增持
IEI
ISHARES TR
-$239.4K
114,169
+2%
建仓
QQQ
INVESCO QQQ TR
+$239.3K
468
增持
SPIB
SPDR SER TR
+$237.8K
398,838
+5%
清仓
MRK
MERCK & CO INC
-$229.8K
0
-100%
增持
USFR
WISDOMTREE TR
+$229.1K
309,975
+1%
建仓
—
CARNIVAL CORP
+$228.4K
9,165
减持
SPEM
SPDR INDEX SHS FDS
-$222.6K
8,890
-35%
清仓
UNH
UNITEDHEALTH GROUP INC
-$214.6K
0
-100%
减持
VFMO
VANGUARD WELLINGTON FD
-$210.2K
110,231
-3%
减持
SPTM
SPDR SER TR
-$189.6K
84,989
-5%
增持
GLDM
WORLD GOLD TR
+$187.6K
66,263
+6%
增持
SPDW
SPDR INDEX SHS FDS
-$187.4K
70,917
+2%
增持
SYY
SYSCO CORP
+$185.1K
148,499
+4%
增持
SCHF
SCHWAB STRATEGIC TR
-$165.1K
46,075
+86%
减持
QUAL
ISHARES TR
-$141.8K
38,311
-1%
增持
INTF
ISHARES TR
-$134.9K
52,803
+0%
减持
IEFA
ISHARES TR
-$134.8K
17,304
-0%
减持
ESGE
ISHARES INC
-$134.4K
43,776
-0%
增持
IGSB
ISHARES TR
+$131.3K
44,992
+8%
减持
ORCL
ORACLE CORP
-$126.3K
18,941
-2%
减持
AMZN
AMAZON COM INC
+$118.2K
4,697
-4%
增持
LFUS
LITTELFUSE INC
-$114.3K
5,654
+4%
增持
MSFT
MICROSOFT CORP
-$113.1K
13,485
+0%
增持
FNDA
SCHWAB STRATEGIC TR
-$104.3K
146,239
+96%
增持
C
CITIGROUP INC
+$78.1K
9,419
+1%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$70.2K
14,910
-2%
增持
QEMM
SPDR INDEX SHS FDS
-$66.7K
26,341
+5%
减持
GLD
SPDR GOLD TR
-$65.6K
17,797
-1%
减持
FICO
FAIR ISAAC CORP
+$58.7K
2,016
-1%
增持
SHY
ISHARES TR
-$56.7K
59,923
+0%
减持
IEMG
ISHARES INC
-$42.7K
5,406
-5%
增持
IBDV
ISHARES TR
-$38.7K
62,598
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$36.2K
113,456
+197%
增持
SCHG
SCHWAB STRATEGIC TR
-$35.9K
17,928
+249%
增持
IBDU
ISHARES TR
-$33.9K
70,914
+1%
增持
IBDT
ISHARES TR
-$33.6K
65,775
+0%
减持
AVGO
BROADCOM INC
+$29.0K
1,039
-15%
减持
META
META PLATFORMS INC
-$24.9K
12,633
-3%
减持
IVE
ISHARES TR
-$21.4K
2,249
-2%
减持
IVV
ISHARES TR
+$18.8K
2,367
-1%
增持
GE
GE AEROSPACE
-$16.6K
1,368
+5%
减持
IWM
ISHARES TR
-$11.6K
1,058
-5%
增持
IBDS
ISHARES TR
+$8.3K
54,367
+2%
减持
COST
COSTCO WHSL CORP NEW
-$8.3K
259
-6%
减持
SHYG
ISHARES TR
-$5.2K
5,870
-0%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.8K
16,465
+100%
